See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,110 | $99,985-89.9% | $146,665-93.1% | $85,850-88.2% |
| Participation rate | 47.5% | 73.1%-25.6pp | 80.1%-32.6pp | 69.3%-21.8pp |
| Annual return | 50.03% | 18.93%+31.1pp | 22.74%+27.3pp | 318.53%-268.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,271 | $4,006+6.6% | $5,506-22.4% | $3,952+8.1% |
| Admin fee / account holder | $0 | $7,702-100.0% | $10,280-100.0% | $6,260-100.0% |